Craig L. Lukin

HERITAGE INVESTORS MANAGEMENT CORP

Bethesda, MD 20814-4878

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CRD#: 2033282

Professional summary

Craig L Lukin is a registered financial advisor currently at HERITAGE INVESTORS MANAGEMENT CORP located in Bethesda, Maryland.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Craig has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig L Lukin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2025 - Present

HERITAGE INVESTORS MANAGEMENT CORP

Office #1: 7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878

RIA

CRD#: 110420

Bethesda, MD

Past

February 10, 2003 - December 6, 2024

ROUMELL ASSET MANAGEMENT, LLC

RIA

CRD#: 114057

CHEVY CHASE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HERITAGE INVESTORS MANAGEMENT CORP

CRD#: 110420 / SEC#: 801-10612

RIA

Registered Investment Advisory firm - (2/26/1975 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(1/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

HERITAGE INVESTORS MANAGEMENT CORP

CRD#: 110420 / SEC#: 801-10612

RIA

Registered Investment Advisory firm - (2/26/1975 Approved)

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Contact information

Main Address

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878

Mailing Address

Phone number

(301) 951-0440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV - JULY 2025 (7/17/2025)

Regulatory assets under management

Total Number of Accounts	1,426
AUM (Assets Under Management)	$ 4,180,784,341

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/26/2024	Cover Page	Report
01/30/2024	Cover Page	Report
12/07/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig L. Lukin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig L Lukin's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE INVESTORS MANAGEMENT CORP

ROUMELL ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

HERITAGE INVESTORS MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Current Firm

HERITAGE INVESTORS MANAGEMENT CORP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HERITAGE INVESTORS MANAGEMENT CORP

TRUST BUT VERIFY

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